Overview

Are you a business owner spending too much time every month on your bookkeeping and finances? Even after spending your limited time, is it still hard to know what’s happening in your business finances? You’re not alone, we’re here to help. Having accurate and up to date bookkeeping is essential, but it’s not the entire solution. We believe a combination of up-to-date bookkeeping, along with monthly consulting meetings leads to powerful data that can be easily implemented to create lasting positive change and growth in a business. Having a long-time passion for personal finance, we specialize in helping business owners decide how to set up a spending plan with their monthly revenue, as well as helping them set and reach goals. This includes implementing and utilizing Profit First, a financial management system that helps business owners save for the future, limit spending, and importantly, pay themselves a respectable wage. One of our strengths is the trust that clients can easily place in us, knowing that all decisions and input we bring are based on setting them and their business in the best possible financial situation. We are passionate about helping clients achieve their goals and ending the cycle of financial stress and disorder. We care deeply about our clients’ businesses. Above all, the relationships formed with clients are the best part of our work and our most valuable asset. Let’s Connect: If you’re a business owner ready to gain 5-10 hours each month for yourself and harness the power of your business’s finances to reach your goals, let’s connect. You can message us here on LinkedIn or email Nate at nate@navigatingyourbooks.com